WINONA LAKE —Brandon Stewart, financial paraplanner with SYM Financial Advisors, has been authorized by the Certified Financial Planner Board of Standards to use the Certified Financial Planner and CFP certification marks in accordance with board certification and renewal requirements. Stewart joined SYM in May of 2013 to serve the financial needs of corporate executives, medical and dental …read more.

SYM Financial Advisors is pleased to announce the promotion of Kristin Whitacre to Financial Advisor. Whitacre joined SYM in March 2012 as an Associate Advisor, and works directly with portfolio and wealth management clients to recommend and deliver strategies for achieving their financial objectives. She holds a B.S. in Financial Counseling and Planning from Purdue …read more.

SYM Financial Advisors announces that Brandon Stewart has joined the firm serving as a Client Service Representative. Brandon brings to SYM previous experience in marketing with two local orthopedic companies, as well as Fort Financial Credit Union where he served as a teller. He holds a Bachelor of Science in Business Marketing from Indiana University …read more.